Account Type******* ******Account Owner**** ****Account Opps/Deals**** ********Closed Won • Dec 24****K $Closed
******** ****Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
AltruistTreasury Operations Senior AnalystNov 22 - PresentE Trade From Morgan StanleyNew Accounts AssociateAug 17- Nov 22HealthequityNew Account SpecialistMar 14- Jan 17
Timothy SinghFunding Agreement ManagerView Profile, timothy singhRachel HamlinEquities Business ManagerView Profile, rachel hamlinNaomi LinsmeierSenior AccountantView Profile, naomi linsmeier